| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Pathway Financial Advisers, LLC | 15,178 | $56 | 0.00% | +15,122+27,003.6% | Added |
| Ruedi Wealth Management, Inc. | 1 | $271 | 0.00% | −2−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $272 | 0.00% | −12−92.3% | Reduced |
| West Branch Capital LLC | 1 | $272 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 2 | $542 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $542 | 0.00% | +2 | New |
| JDM Financial Group LLC | 2 | $542 | 0.00% | +2 | New |
| First Personal Financial Services | 2 | $543 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 3 | $814 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4 | $1.04K | 0.00% | +4 | New |
| Atticus Wealth Management, LLC | 4 | $1.08K | 0.00% | −9−69.2% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5 | $1.36K | 0.04% | −3,277−99.8% | Reduced |
| Voisard Asset Management Group, Inc. | 5 | $1.36K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $2.17K | 0.00% | +7+700.0% | Added |
| Ancora Advisors, LLC | 8 | $2.29K | 0.00% | +2+33.3% | Added |
| Colonial Trust Advisors | 9 | $2.44K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 10 | $2.71K | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12 | $3.25K | 0.00% | −4−25.0% | Reduced |
| Frazier Financial Advisors, LLC | 13 | $3.52K | 0.00% | −3−18.8% | Reduced |
| Core Alternative Capital | 14 | $3.79K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $3.79K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 14 | $3.79K | 0.00% | +14 | New |
| Proffitt & Goodson Inc | 15 | $4.07K | 0.00% | +15 | New |
| Hollencrest Capital Management | 16 | $4.34K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 16 | $4.34K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 16 | $4.34K | 0.00% | +16 | New |
| Aspect Partners, LLC | 17 | $4.61K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 17 | $4.61K | 0.00% | +1+6.3% | Added |
| Alaska Permanent Fund Corp | 17 | $4.61K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 18 | $4.88K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 19 | $5.15K | 0.00% | +19 | New |
| WealthCollab, LLC | 20 | $5.42K | 0.00% | −16−44.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 20 | $5.42K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $5.42K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 22 | $5.96K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 23 | $6.23K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 23 | $6.24K | 0.00% | +8+53.3% | Added |
| Strengthening Families & Communities, LLC | 25 | $6.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $7.00K | 0.00% | −4−12.1% | Reduced |
| Valued Wealth Advisors LLC | 26 | $7.05K | 0.00% | −7−21.2% | Reduced |
| Capital Performance Advisors LLP | 26 | $7.05K | 0.00% | +26 | New |
| Redmont Wealth Advisors LLC | 27 | $7.32K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $7.59K | 0.00% | −2−6.7% | Reduced |
| FSA Wealth Management LLC | 28 | $7.59K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 29 | $7.86K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 30 | $8.13K | 0.00% | +5+20.0% | Added |
| Quintet Private Bank (Europe) S.A. | 30 | $8.13K | 0.00% | +17+130.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 31 | $8.40K | 0.00% | −5−13.9% | Reduced |
| Northwest Investment Counselors, LLC | 31 | $8.40K | 0.00% | +31 | New |
| Iron Horse Wealth Management, LLC | 32 | $8.67K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $8.67K | 0.00% | +2+6.7% | Added |
| Cornerstone Planning Group LLC | 31 | $8.82K | 0.00% | −15−32.6% | Reduced |
| Private Wealth Management Group, LLC | 33 | $8.94K | 0.00% | −21−38.9% | Reduced |
| Hartford Financial Management Inc. | 33 | $8.94K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 33 | $8.94K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 34 | $9.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $9.22K | 0.00% | −1−2.9% | Reduced |
| Davidson Capital Management Inc. | 35 | $9.49K | 0.00% | −9,852−99.6% | Reduced |
| Legacy Investment Solutions, LLC | 31 | $9.50K | 0.01% | +31 | New |
| Legacy Wealth Managment, LLC | 31 | $9.50K | 0.01% | +31 | New |
| Indiana Trust & Investment Management CO | 36 | $9.76K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $9.76K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 36 | $9.76K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 36 | $9.76K | 0.00% | −327−90.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 38 | $10.0K | 0.00% | +38 | New |
| Key Financial Inc | 38 | $10.3K | 0.00% | +5+15.2% | Added |
| Fairscale Capital, LLC | 39 | $10.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 40 | $10.8K | 0.00% | +20+100.0% | Added |
| Carolinas Wealth Consulting LLC | 43 | $11.7K | 0.00% | +1+2.4% | Added |
| Continuum Advisory, LLC | 39 | $11.8K | 0.00% | −67−63.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 44 | $11.9K | 0.00% | +3+7.3% | Added |
| MCF Advisors LLC | 45 | $12.2K | 0.00% | +9+25.0% | Added |
| Nemes Rush Group LLC | 40 | $12.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 47 | $12.7K | 0.00% | +47 | New |
| Cetera Trust Company, N.A | 48 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 48 | $13.0K | 0.00% | +6+14.3% | Added |
| New Millennium Group LLC | 49 | $13.3K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 49 | $13.3K | 0.01% | +49 | New |
| Chilton Capital Management LLC | 50 | $13.6K | 0.00% | −122−70.9% | Reduced |
| J.Safra Asset Management Corp | 52 | $14.3K | 0.00% | +52 | New |
| Versant Capital Management, Inc | 53 | $14.4K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 53 | $14.4K | 0.00% | −1−1.9% | Reduced |
| Legacy Bridge, LLC | 54 | $14.6K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 62 | $16.8K | 0.01% | −9−12.7% | Reduced |
| Bullock Wealth Management Group | 65 | $17.1K | 0.01% | −9−12.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 65 | $17.6K | 0.01% | −35−35.0% | Reduced |